Wealth Management Client Associate

rbc; Bedford (NH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Total rewards

Coaching support

Impact & community

Flexible schedule

Challenging work

Growth opportunities

Cross-bank opportunities

Job summary

RBC Wealth Management in Bedford, NH seeks a Client Associate/Registered Client Associate to support financial advisors and clients, managing account questions, documentation, and transfers in a fast, professional team environment.

Applicants should have a bachelor's degree or equivalent, strong communication and organizational skills, and be willing to obtain Series 7/66 licenses within 12 months. This full-time role emphasizes compliance and client service excellence.

Qualifications

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail with mindset to improve advisor efficiency
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Education

Bachelor's degree or equivalent

Tools

FINRA registrations

Job description

RBC Wealth Management in Bedford, NH seeks a Client Associate/Registered Client Associate to support financial advisors and clients, managing account questions, documentation, and transfers in a fast, professional team environment.

Applicants should have a bachelor's degree or equivalent, strong communication and organizational skills, and be willing to obtain Series 7/66 licenses within 12 months. This full-time role emphasizes compliance and client service excellence.